Somero Enterprises Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9616214 http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=9616214&action=detail Tue, 08 May 2012 09:40:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.9568741 http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=9568741&action=detail Mon, 23 Apr 2012 14:57:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.9552469 http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=9552469&action=detail Thu, 19 Apr 2012 06:13:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.9187573 GROWTH COMPANY
20/01/2012
http://bit.ly/z2zRIJ By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=9187573&action=detail Fri, 20 Jan 2012 09:28:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9126590
http://www.youtube.com/watch?v=SR7yZlM_-N0

By luckbyjudgement ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=9126590&action=detail Fri, 06 Jan 2012 07:47:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.9027735 By luckbyjudgement ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=9027735&action=detail Fri, 02 Dec 2011 21:48:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.9026740
http://www.igmarkets.co.uk/content/files/ukratings_02decpm_igm.pdf


By luckbyjudgement ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=9026740&action=detail Fri, 02 Dec 2011 15:40:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.8980587 ')" target="_blank" rel="nofollow">http://www.khaleejtimes.com/DisplayArticleNew.asp?col=&section=business&xfile=data/business/2011/November/business_November483.xml

By luckbyjudgement ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=8980587&action=detail Tue, 22 Nov 2011 13:12:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.8966085 ')" target="_blank" rel="nofollow">http://www.somero.com/product/s-840-new-in-2012.html

By luckbyjudgement ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=8966085&action=detail Fri, 18 Nov 2011 08:11:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.8459924
http://www.mynewsletterbuilder.com/email/newsletter/1410897551

From the company statment today, unsurprising continued low volumes in the core North America / Europe markets. Much patience needed here I think, hopefully rewarded one day.

By luckbyjudgement ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=8459924&action=detail Tue, 28 Jun 2011 12:29:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.8183874 http://www.mynewsletterbuilder.com/email/newsletter/1410779015

See comments on Korea, Australia etc., and end-user education in Middle East.

However, core markets will take time (ages?) to recover given large second-hand base, and limited outlook for construction US, Europe - so don't hold your breath. I'm hoping however this little company emerges - one or two years down the track - with a much more global business having been forced by necessity into a much more global sales push .

By luckbyjudgement ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=8183874&action=detail Wed, 27 Apr 2011 20:49:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.7660221 http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=7660221&action=detail Sat, 22 Jan 2011 16:17:00 GMT notalf tag:iii.co.uk,2003:tst.7654842 http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=7654842&action=detail Fri, 21 Jan 2011 11:36:00 GMT luckbyjudgement tag:iii.co.uk,2003:tst.7274326 But product is (they say) unique, patent protected, and should be in high demand in emerging markets as the need for super-flat-floored warehouses etc. skyrockets as new retail demand develops.
Take a look at concrete-grinding.com as an example of a group using these products in many regions.

Management team look conservative, solid, and have reorganised to focus on emerging mkt opps. Company has a long history of pretty solid cash generation and performance.

Material short term risks on cashflows until these new revenues can be achieved - could be further dilutive equity raises?? or at least increased leverage?

Trading update should be due November .. hoping to see further growth in new region revenues. Fingers crossed. Potential to be a very strong growth / recovery play from here. Recent large purchase of c.10% of company (google the names...) suggest they are thinking the same.

By luckbyjudgement ]]> http://www.iii.co.uk/investment/detail?code=cotn:SOM.L&display=discussion&id=7274326&action=detail Wed, 17 Nov 2010 08:48:00 GMT luckbyjudgement